Ameriprise Financial Inc
AMP- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0000820027
In the last 90 days, Ameriprise Financial Inc insiders filed 0 open-market purchases and 5 sales; 1,396 institutions reported holding it in 13F filings for Q2 2026, worth $35.9B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Ameriprise Financial Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,087
- +24 vs. Q2 2023
- Shares held
- 85.2M
- −1.21M (−1.4%) vs. Q2 2023
- Total value
- $28.1B
- −$545.4M (−1.9%) vs. Q2 2023
- New holders
- 88
- 349 more added
- Sold out
- 64
- 395 more reduced
16 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AMP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,396 | $35.9B |
| Q1 2026 | 1,394 | $34.9B |
| Q4 2025 | 1,426 | $39.2B |
| Q3 2025 | 1,363 | $39.0B |
| Q2 2025 | 1,363 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,392 | $44.2B |
| Q3 2024 | 1,267 | $38.8B |
| Q2 2024 | 1,250 | $35.8B |
| Q1 2024 | 1,243 | $36.8B |
| Q4 2023 | 1,163 | $32.0B |
| Q3 2023 | 1,087 | $28.1B |
| Q2 2023 | 1,079 | $28.6B |
| Q1 2023 | 1,039 | $26.7B |
| Q4 2022 | 1,028 | $27.4B |
| Q3 2022 | 942 | $22.3B |
| Q2 2022 | 956 | $21.3B |
| Q1 2022 | 997 | $27.5B |
| Q4 2021 | 987 | $27.7B |
| Q3 2021 | 927 | $24.6B |
| Q2 2021 | 892 | $23.6B |
| Q1 2021 | 885 | $22.3B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 3,079 | $1.02M | 0.02% | −85−2.7% | Reduced |
| Vinva Investment Management Ltd | 3,067 | $1.01M | 0.10% | −231−7.0% | Reduced |
| Wedmont Private Capital | 3,074 | $1.00M | 0.10% | +142+4.8% | Added |
| Citadel Advisors LLC | 3,026 | $997.6K | 0.00% | +3,026 | New |
| Coldstream Capital Management Inc | 2,962 | $976.5K | 0.03% | +452+18.0% | Added |
| Siemens Fonds Invest GmbH | 2,957 | $974.9K | 0.10% | −264−8.2% | Reduced |
| Genus Capital Management Inc. | 2,954 | $973.9K | 0.15% | −7,100−70.6% | Reduced |
| Pitcairn Co | 2,952 | $973.2K | 0.08% | +60+2.1% | Added |
| Meeder Advisory Services, Inc. | 2,938 | $968.6K | 0.12% | −574−16.3% | Reduced |
| Toroso Investments, LLC | 2,932 | $966.6K | 0.03% | +328+12.6% | Added |
| AIA Group Ltd | 2,926 | $964.6K | 0.05% | +2,629+885.2% | Added |
| Sequoia Financial Advisors, LLC | 2,922 | $963.3K | 0.02% | +165+6.0% | Added |
| Skba Capital Management LLC | 2,895 | $954.4K | 0.18% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 2,880 | $949.5K | 0.55% | −185−6.0% | Reduced |
| M. Kulyk & Associates, LLC | 2,874 | $947.5K | 0.26% | −48−1.6% | Reduced |
| Heartland Bank & Trust Co | 2,866 | $944.9K | 0.75% | −2−0.1% | Reduced |
| Marks Group Wealth Management, Inc | 2,858 | $942.2K | 0.12% | 00.0% | Unchanged |
| Private Asset Management Inc | 2,850 | $939.6K | 0.22% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,848 | $939.0K | 0.27% | +258+10.0% | Added |
| HB Wealth Management, LLC | 2,834 | $934.3K | 0.02% | +222+8.5% | Added |
| Empowered Funds, LLC | 2,828 | $932.3K | 0.03% | +1,946+220.6% | Added |
| Tectonic Advisors LLC | 2,827 | $932.0K | 0.09% | +855+43.4% | Added |
| Kingsview Wealth Management, LLC | 2,801 | $923.4K | 0.03% | +22+0.8% | Added |
| Qtron Investments LLC | 2,795 | $921.5K | 0.18% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 2,792 | $920.5K | 0.01% | +2,792 | New |
| HM Payson & Co | 2,751 | $907.1K | 0.02% | +90+3.4% | Added |
| Bleakley Financial Group, LLC | 2,720 | $896.7K | 0.03% | −320−10.5% | Reduced |
| Sawtooth Solutions, LLC | 2,720 | $896.7K | 0.03% | −317−10.4% | Reduced |
| Eisler Capital (UK) Ltd. | 2,706 | $892.1K | 0.04% | −253−8.6% | Reduced |
| EHP Funds Inc. | 2,700 | $890.1K | 0.42% | −2,520−48.3% | Reduced |
| Paradigm Asset Management Co LLC | 2,700 | $890.1K | 0.25% | −200−6.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,686 | $885.5K | 0.04% | +150+5.9% | Added |
| Veriti Management LLC | 2,672 | $881.0K | 0.10% | +193+7.8% | Added |
| Penobscot Investment Management Company, Inc. | 2,662 | $877.6K | 0.12% | +295+12.5% | Added |
| Personal Cfo Solutions, LLC | 2,658 | $876.5K | 0.17% | −72−2.6% | Reduced |
| Bailard, Inc. | 2,620 | $863.8K | 0.03% | +1,501+134.1% | Added |
| Gator Capital Management, LLC | 2,600 | $857.2K | 0.61% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,564 | $845.0K | 0.03% | −90−3.4% | Reduced |
| CenterBook Partners LP | 2,540 | $837.4K | 0.10% | +74+3.0% | Added |
| Brendel Financial Advisors LLC | 2,534 | $835.0K | 1.24% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,527 | $833.1K | 0.01% | +127+5.3% | Added |
| Vectors Research Management, LLC | 2,480 | $818.0K | 0.27% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 2,470 | $814.3K | 0.00% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,457 | $810.0K | 0.02% | +7+0.3% | Added |
| CWM, LLC | 2,433 | $802.0K | 0.00% | +69+2.9% | Added |
| Copperwynd Financial, LLC | 2,421 | $798.3K | 0.37% | −93−3.7% | Reduced |
| Pettee Investors, Inc. | 2,400 | $791.2K | 0.38% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,378 | $784.0K | 0.05% | +996+72.1% | Added |
| Independent Advisor Alliance | 2,358 | $777.4K | 0.04% | +365+18.3% | Added |
| Banque Cantonale Vaudoise | 2,297 | $758.0K | 0.04% | +724+46.0% | Added |
| Resources Investment Advisors, LLC. | 2,299 | $757.8K | 0.02% | −43−1.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,291 | $755.3K | 0.05% | +87+3.9% | Added |
| Cavalier Investments, LLC | 2,257 | $744.1K | 0.29% | +70+3.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,233 | $738.0K | 0.07% | −188−7.8% | Reduced |
| Signaturefd, LLC | 2,238 | $737.8K | 0.02% | +31+1.4% | Added |
| Diversified Trust Co | 2,235 | $736.8K | 0.03% | +1,311+141.9% | Added |
| Invesco, LLC | 2,218 | $731.2K | 0.37% | −169−7.1% | Reduced |
| Qsemble Capital Management, LP | 2,200 | $725.3K | 0.14% | +2,200 | New |
| Balentine LLC | 2,186 | $720.7K | 0.02% | −11−0.5% | Reduced |
| Oak Thistle LLC | 2,176 | $717.4K | 0.21% | +2,176 | New |
| Mairs & Power Inc | 2,162 | $712.8K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,147 | $707.8K | 0.01% | −159−6.9% | Reduced |
| Stratos Wealth Partners, LTD. | 2,143 | $706.7K | 0.02% | +81+3.9% | Added |
| EPG Wealth Management LLC | 2,123 | $700.0K | 0.21% | +217+11.4% | Added |
| Eqis Capital Management, Inc. | 2,122 | $699.6K | 0.09% | +277+15.0% | Added |
| Lindbrook Capital, LLC | 2,116 | $697.6K | 0.08% | +5+0.2% | Added |
| Integrated Advisors Network LLC | 2,108 | $694.9K | 0.04% | −35−1.6% | Reduced |
| Angeles Investment Advisors, LLC | 2,100 | $692.3K | 0.05% | +2,100 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $690.7K | 0.20% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2,016 | $687.9K | 0.01% | +1,984+6,200.0% | Added |
| Hancock Whitney Corp | 2,083 | $686.7K | 0.03% | +675+47.9% | Added |
| Gateway Advisory, LLC | 2,081 | $686.1K | 0.14% | +34+1.7% | Added |
| Evergreen Wealth Solutions, LLC | 2,067 | $681.4K | 0.69% | −174−7.8% | Reduced |
| Old North State Trust, LLC | 2,042 | $673.0K | 0.52% | +103+5.3% | Added |
| MorganRosel Wealth Management, LLC | 2,030 | $669.3K | 0.28% | −330−14.0% | Reduced |
| Armstrong Shaw Associates Inc | 2,020 | $666.0K | 0.70% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,019 | $665.6K | 0.01% | −26−1.3% | Reduced |
| Kinneret Advisory, LLC | 2,008 | $662.0K | 0.08% | −10.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,007 | $661.7K | 0.31% | +2,007 | New |
| CTC Alternative Strategies, Ltd. | 2,000 | $659.4K | 1.24% | +2,000 | New |
| Fifth Third Wealth Advisors LLC | 1,998 | $658.7K | 0.27% | +471+30.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,971 | $649.8K | 0.02% | +125+6.8% | Added |
| Pacific Capital Partners Ltd | 1,962 | $646.8K | 0.39% | +1,962 | New |
| Stokes Capital Advisors, LLC | 1,950 | $642.9K | 0.22% | −95−4.6% | Reduced |
| Mather Group, LLC. | 1,935 | $637.8K | 0.01% | −103−5.1% | Reduced |
| Stonegate Investment Group, LLC | 1,919 | $632.6K | 0.02% | −10−0.5% | Reduced |
| CAPROCK Group, Inc. | 1,910 | $629.8K | 0.05% | +226+13.4% | Added |
| Evergreen Capital Management LLC | 1,910 | $629.7K | 0.03% | +20+1.1% | Added |
| Lincoln National Corp | 1,906 | $628.5K | 0.01% | +93+5.1% | Added |
| Versor Investments LP | 1,900 | $626.4K | 0.13% | +1,900 | New |
| IFP Advisors, Inc | 1,899 | $626.1K | 0.03% | −26−1.4% | Reduced |
| Colony Group LLC | 1,890 | $623.0K | 0.01% | −44−2.3% | Reduced |
| Pearl River Capital, LLC | 1,886 | $621.8K | 0.10% | −553−22.7% | Reduced |
| Prosperity Consulting Group, LLC | 1,885 | $621.6K | 0.29% | +33+1.8% | Added |
| Ropes Wealth Advisors LLC | 1,885 | $621.4K | 0.12% | −2,156−53.4% | Reduced |
| Blueshift Asset Management, LLC | 1,828 | $602.7K | 0.36% | +79+4.5% | Added |
| Dodge & Cox | 1,827 | $602.3K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 1,800 | $593.4K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,773 | $584.5K | 0.03% | +303+20.6% | Added |
| ERn Financial, LLC | 1,772 | $584.2K | 0.13% | 00.0% | Unchanged |